NYC User Group now on the

NYC Developer User Group,

The long awaited transition move to the NYC Salesforce Developer User has been completed to site.

If your new to the trailblazer community, create a new account and come join us for some awesome content scheduled in Quarter 4 2018 and the first few months of 2019.

*Web Address to join the NYC DUG Group

*Also dont miss our other great partner groups content in NYC.

Reminder to Subscribe to our Group on the new Trailblazer Community Group Meeting Platform.

Moving forward, all upcoming Trailblazer Community Group Meetings will be posted on this platform.

To sign up for email notifications, so you’re up to date on all upcoming group meetings, please head to and click ‘Login’ in the top right. Create your profile using the social login of your choice. Next, search for our group (using the search icon in the top right), click into the group, enter your name and email at the top of the page, click ‘Join Us’ to sign up for notifications, and you’ll be all set to receive emails featuring all the details for our upcoming meetings.

If you have any questions, please reach out to your Group Leader or the Trailblazer Community Team at

Your NYC Dev Group Leaders Carlos Frias, Matthew Poe and Bill Martinez

My favorite Salesforce Spring 18 Feature

In Spring 18 Salesforce released the ability to clone a Sandbox.  It has been asked from both Admins and Developers for some time but now you are able to take advantage of exciting new feature!  In fact, this request was 7 years in the making and have over 11k votes on the Ideas page.

Sandbox cloning simplifies having multiple concurrent streams of work in your application life cycle.  This will allow you to build work in one sandbox then replicate those changes so that another system admin or developer can start from a developed point in time without losing the changes that the first admin or developer made.  It will also allow you to go from Development to QA, Staging then Production making sure you test all the touch points and delivering as bug free environment as possible.  Contingent on your Software Development Life-cycle, you can have changes sitting in the sandbox from a Sprint or two ago.

One notable factor to consider is that today a full copy sandbox to a developer sandbox is still not possible.

This is personally my best feature in Spring 18 and you should investigate if it can be used in your development strategies moving forward.  Good job Salesforce for continuing to deliver features in the platform in which customers are truly interested in using.



Administration of Adobe Sign

Your boss walks up to you one day and says, we want to integrate sending legal documents to our customers using Salesforce data.  The company has decided to go with Adobe Sign as its primary application.

Later that day when you go home, you can get a 14 day trial of the application so you can learn how to use it.  Go to the Adobe site, choose Adobe Sign and then Free Trial.

Once you get your account you will have a full working 14 day trial of the application.  I have to admit, the interface on the application is very clean and easy to use.

Account – Here you will find the core Administration functions.

Dashboard, I used it to quickly add a Template to my Library.  It gives you a full view of everything happening in your account.

Manage – Will show all your documents that have been sent out, signed and your Template.

Account Tab – Here is where Admins will spend most of their time. Adding Users, creating Groups for people to share documents with and configure the Security.

Manage – Here is where you will find the documents Waiting to be Signed, those out for Signature, Signed, Archived, and Library Templates.

Finding out what Salesforce instance the company is on when it uses My Domain.

Its Monday morning and you noticed that you got an email from Salesforce at 1:51 am stating that an upcoming MAINTENANCE Major Release – NA51 – Core Services.

#Season# ’18 Major Release


Impacted Services – Core Services

Availability – This instance will not be available during the maintenance window.

One issue is that

you manage more than 1 Salesforce instance and all your instances use My Domain.

So go to the url link

On the right side of the page you will notice a button called ‘My Domain’

I randomly typed the word Warm and someone else domain came up.  It was only used for learning purposes. Once you type in your company domain then it will tell you on what instance it resides.  Now you can match the notice number with the one that on the Salesforce My Domain site.

I recommend you store your Salesforce My Domains and Instances locally on a file to properly send out notification when the systems will be impacted.

If you dont know what domain you are using for your Salesforce instance, you can do the following.

  1. Setup
  2. Administer
  3. Domain Management
  4. My Domain

Do you Trust.Salesforce.Com? You definitely should!

Did you ever get a call from a user or partner that they cant access Salesforce and it must be down?  Before you log that case with Salesforce support, you have an easy way to go online and check the status of the Salesforce Orgs.  You definitely should trust as they post the status of the instances for the entire world to see.

The hyperlink is :

Once you clicked on Status above, you will get all the instances in your region.

API Limits maxed out! Whats an Admin to do?

Your coming from a late day meeting when you return to the flashing red light on your phone blinking like crazy.  As you look at your phone it says 32 missed calls.  Thats odd, I normally dont get that many calls in a day.  As you pick up the phone to hear the message while logging back into you work device, you see Slack posts directed to you as well as your ALL CRM group.  One of the tech lead from Dev Ops has slacked you that they are getting errors on their integration API account in the syslogs.  That odd you then get a phone message, the VP of Sales leaves a message “My reps cant get incoming leads or dial out, were losing money here and its almost end of month!”  What is going on down there?   The second message is one of two Customer Service Directors stating we cant log in our calls into the CRM, Salesforce is down!  I repeat Salesforce is down!

OMG you think, let me jump on I have a major outage issue here.  How in the world did this happen?  What happened to the multi-tenant architecture thats supposed to stop this from happening?  You sit there a little confused for a few minutes.  Salesforce is reporting no system outages on your instance.  After further investigation and the IT team escalating the issue to your CIO, you realize that the impacted users are all using externally integrated systems.  Could it be that something happened to the integration accounts?

Looking deeper it sure was, your externally connected apps have consumed all the allocated API Calls for the Salesforce Instance.

Here is how you manually check your API Usage – 

  1. Click Setup
  2. Adminster
  3. Company Profile
  4. Company Information
  5. ‘API Requests, Last 24 Hours’

You will see on the Company Information tab “API Requests, Last 24 Hours” Here you will see your number 300,000 (300,000 max). The screen shot is my personal dev org which shows 0 out of the 15,000 provided.

Your company API requests are specific to your Org so the Max number can be higher or lower.

You noticed, yes one of your external API connection has in deed consumed your API calls for the rolling 24 hours.  This part is very important, API usage is rolling in 24 hours.  So, if for some reason a big job was run at 9 pm the day before, once it becomes 9 pm today those used api calls roll back into your allowance.

Once you identify that the API limits were maxed, you should do a couple of things.  You should report it up the chain to your management and executive suite of the issue.  You should also open a case with Salesforce to see if they will allow you a temporary API increase to get your org back up and running ASAP.  This normally needs high level approval on the Salesforce side and your Sales Rep will be contacted of the situation.   They will only do this once so you will need a long term plan to finding out whats consuming all your API allocation.

You next step is to find the culprit.  Just an FYI, normally the 1st person who called to complained is your primary suspect but we need more than a sneaky suspicion.  The good news is Salesforce stores that data on your Org for you to check.  You just need to learn how.

  1. Click on the Reports Tab
  2. Look for the Salesforce provided ‘Administrative Reports’ folder.  The one you cant delete reports from or add to.
  3. The first report on the list will be called ‘API Calls Made Within Last 7 Days’

After running the report, you will want to customize it and group the report by Username. Remember it gives you the last 7 days so your looking for the day that you actually consumed all your API calls.  You now found your offending user account and can report back to that team to see if they can make the calls more efficient when they query your Salesforce Org.

*Pro Tip: while you now know that this report exists, Schedule it to run daily and send you the last 7 days of API calls so you can monitor it for the next week or two for trends.  As the owner of a Salesforce Org this should be on your radar at all times.

One of the major issues with the above is that Salesforce will only record the last 7 days in our instance.  This can be an issue if you wanted to see utilization from an API account a few weeks, months or years ago.  Its also difficult to see trending, e.g. if one of the external systems get a large import of data quarterly that syncs to Salesforce.  You will miss these very important stories in your data.

Long Term Fix

So, if you want to track this information for more than 7 days, you are going to need to pull it to an external source using the Salesforce API.  This can be done so many different ways.   One of the companies I worked at used Omniscope and pulled the data to a SQL database.  Another company used the Streaming API with a tool called SteamSets and dumped the information into Grafana.  You can also use Jenkins jobs to query the database and dump it into another Salesforce Org if needed.  So at this point you should look at what tools you have in your organization and what developers you have as a resources.

Salesforce Analytics – Catch that WAVE

I was recently asked to lead the evaluation of Salesforce Wave for our Global Salesforce Org. With slightly over 1,100 users around the world it was an exciting opportunity and I was happy to be given the project.  I have worked on several different Business Intelligence tools in the past, so I felt very comfortable taking on this new challenge.  It involved working with our divisional team leaders to understand the business needs and identify what was working with the out of the box Salesforce reporting and where their was a void of intelligence around core business decisions metrics.

During one of our NYC Developer Meetup sessions, we had a Wave analytics consultant show us all the cool and advance things he did with the application.  It was very impressive.  What I personally took out of that meetup session was two things.  The first was that there was a Sandbox that could be created so that I could get some hands-on experience with Wave.  The second was to use Trailhead for training to understand the application better.

I would like to share with you some prep work I used to ramp me up quickly on the tool.

Free Developer Wave Environment :

Trailhead :

There are 4 components to Wave which you should understand and learn to effectively manage the tool.

  1. Apps
  2. Datasets
  3. Lenses
  4. Dashboards


An app contains dashboards, lenses, and datasets in any combination that makes sense for sharing your data analyses with colleagues. Apps are like folders. They allow users to organize their data projects—private and shared—and to control sharing.


“A dataset is a collection of related data that is stored in a denormalized, yet highly compressed form. For each platform license, your
organization can have a maximum of 250 million rows of data stored for all registered datasets combined.
Wave Analytics applies one of the following types to each dataset field:

Date – A date can be represented as a day, month, year, and, optionally, time. You can group, filter, and perform math on dates.

A dimension is a qualitative value, like region, product name, and model number. Dimensions are handy for grouping and filtering
your data. Unlike measures, you can’t perform math on dimensions. To increase query performance, Wave Analytics indexes all
dimension fields in datasets.

A measure is a quantitative value, like revenue and exchange rate. You can do math on measures, such as calculating the total revenue
and minimum exchange rate. For each dataset that you create, you can apply row-level security to restrict access to records in the dataset”

Using the pre-built Salesforce Developer Org with Analytics already on top of it, I quickly went to work and added some of my orgs custom fields and dataloaded the sample records to match my company architecture better.  I segmented the Account and Opportunities by Market, Region and other metrics that matched closely my organization.  Before you demo how something works, its important to add components that the business is use to seeing.  Just demo’ing the Salesforce sample org would have just confused my sponsor and champions of the project.



One small caveat I should mention, if you have an older Developer Org you will need a new one with the Wave application on it.  So now I have two Dev orgs, one with all my original development test code and a second one just for Wave Analytics.

If asked by our company to lead an effort or you just want to understand if Wave Analytics can be used at your company to enhance the user experience feel free to ump on the surfboard, learn and push the limits of the application.

Free Developer Wave Environment :


Slack and Salesforce Integration – Connecting the dots

I have been asked to integrate Salesforce and Slack at my company, so I have decided to document my journey as I embark on the process to share with you admins and developers.

The project started in June of 2017.

From my research I found four approaches you can use to integrate Slack and Salesforce: Webhooks, Slash Commands, Bots and the open API of both Salesforce and Slack.  So you know both Slack and Salesforce have apps to install in both Slack and Salesforce to help with the integration between the two apps.

  1. Webhook with process builder
  2. Slash Commands
  3. Bots
  4. API (Development effort will need custom code)

Updated by our developer Patrick Wang on 11/11/2017

High level of SF Slack integration:
1) SF to Slack
From SF, developer can do a http callout to Slack to query channel/user as well as post message to certain channels. The return body is JSON format so an apex parser class is needed to parse the returned JSON. Putting the callout to a batchable class is recommended to avoid governer limits.

2) Slack to SF
Create a slash comment. Deploy the middleware written in Node.js to Heroku to receive the request from Slack and do authentication and perform REST service call to SF.

Credit to: Patrick Wang

Memorial Day three great days to jump start your Career

Ah Memorial Day,  “A day on which those who died in active military service are remembered, traditionally observed on May 30 but now officially observed on the last Monday in May.”

I first would like to thank all those who served in our military to keep us safe.  Especially those who gave their lives for our country.  We are forever in your debt.

It is also the official start of the summer where I live.  A glorious three day weekend where we spend time with loved ones over a charcoal barbecue grill and eating some very delicious cuts of meat.  We have vegetarian options as well.  While your drinking your beverage of choice in the back yard barbecue socializing.

The prior week to Memorial Day I received several email about how to use the extended weekend to improve your career.  I decided to write a post about the topic as they touched on some really good topics.  It was not coincidence, the NYC Salesforce User Group Leaders had an amazing 4 hour event called “Navigating Your Career! A Resume and Branding Event” which I also attended.  Industry experts from the NYC are came to share their experience with the community about tips and tricks of getting into the Salesforce ecosystem and what you can to do excel your development.

(Pictures Attached)

I personally think you should be strategizing the improvement of these areas over time.  You can add value to all the areas at once so you should pick and choose what needs improvement.  What better thing to be doing during the sun shine, pool side, barbecue event than taking an hour or two out of your day and focus on you.

  1. Motivation and drive – The first thing you should do before you try to excel career wise is really be driven to find a new career or excel in your current one.
  2. Broadcast at work – Let others in your office know you and expert. If your in marketing | Administration or development, train and educate people on the latest technologies that can help the organization.  Let them know your and expert.  You will be put on special projects that need your skill sets.
  3. Your resume – this should be up to date if your or the market or not. Every week | every month your working on new projects, new tasks something different that you did not do the week or month before.  It gets added to your skill sets and should be forefront if they are in demand.
  4. Networking – I once sat the President of Sales at one of my companies. I asked Tony, how did you get to meet so many people and how do so many people know who you are.  He simply said, Bill I go to evening meetup events where I meet people who are in the same industry and local to me.  This is how I build my professional network.
  5. LinkedIn – If you don’t have a linkedIn account I recommend that you create one. Start to connect with those at your company. Connect with those you do business with if you meeting with outside vendors like a consultancy or partner application.
  6. LinkedIn Jobs – LinkedIn has taken great traction in the market. I don’t want to date myself but I remember the days of, and the Ladders.  Yes I am dating myself.  Depending on your job LinkedIn is one of the premier sources to find Salesforce jobs today.
  7. Other tools I use, Ziprecruiter is a good tool that searches websites for keyword. I wake up in the morning and on my phone is pushed three separate emails on searches I programmed when I started my Salesforce career.  You can add keyword searches like Salesforce Administrator, Saleforce Manager or Salesforce Director depending on the type of position you’re looking for.  I believe it is key to see what skill sets are in demand and what is coming down the pike in your industry.
  8. Recruiters – Yes Agencies, Head Hunters are key to have in your network. I personally have a small team of recruiters I stay in touch with in my network. They help me stay current on what skills are in demand, what companies in the area are hiring and where my skill are a good fit.  Don’t rule out recruiters, they get niche jobs that are not advertised to the world that need to be filled with a specific type of skill set.
  9. Trailhead – If you’re a Salesforce professional one of the best resources to get free training is to use Trailhead. This interactive site has trails that bring the user through the platform and ecosystem.
  10. YouTube – personally I use YouTube a lot for many training videos. From motivational speakers, to health knowledge and my son and I watch funny pranks too. However, early on in my career I used Dreamforce videos to pass the Salesforce Admin and Advance admin exams.  If you go to YouTube and search for keyword Dreamforce “reports and dashboards or Dreamforce “security” or Dreamforce “…..” you will find some excellent recorded content from the Dreamforce HOT series (Hands on Training).
  11. Help others – I find that I learn the most when I am mentoring other folk. When people ask you how to do something, you must programmatically and logically think step by step how to do what they are asking.  You become a better person during this process.

Well this year we had rain on May 29, 2017 all day in NYC. It was an awesome day to sleep late, do a little shopping and write a blog post to help the community.  I still have a lot of my day left so I think I will work on how I can add some more effective job recruitment ideas to this article.

Special NYC Leader event (Free) | Navigating your Career | Negotiations and Branding on May 25th 2017

The NYC user group leaders will be holding a very special career, negotiation and branding session for all its members.  If your new to Salesforce, worked on it for years or are a seasoned professional everyone can learn something from attending this event.  This unique Salesforce centric opportunity will explain to the attendees the core things that recruiters and hiring managers are looking for in candidates.  It will explain how to put your best foot forward when requesting a promotion at your current company or describing your skill to a future employer on an open position.

I personally plan to learn a lot of things from this event myself.  I believe that negotiation skills are very important to you not only for salary negotiation but for everyday life.  If your negotiating on a new car | house, that must have item you found locally on Craigslist or dinner with your partner positioning yourself from a “position of strength” is important.  The soft skills of communicating your thoughts and convincing the other person or group why your way is the most logical or best solution without sound rude or pompous is core to your everyday life.  It’s one of the skill I plan to strengthen myself.

One of the best quotes I have ever heard is if you don’t know where you are going all roads will get you there.  It’s always great to make both personal and professional goals so that you have a purpose as you go throughout life. Its also ok, these goals can change.  Even though I am a very goals oriented individual, only in the last couple of years I learned that the journey is just as important as getting to the  end result.  So you should learn and enjoy your journey as you get to your goals.   One of the core purposes to this meetup is to help individuals navigate their career.  So if you’re a Business Analyst, Administrator, Developer, Project Manager, Architect or COO what will be the next steps for you? Our experts will help identify what you are doing today and what you want do tomorrow.  These can be the same thing and that’s ok too.

Recruiters, Human Resources and hiring managers get hundreds of resumes daily.  They use software and tactics to scan the resumes for the skills they need the most.  Are some of these trigger words on your resume today?  The experts are offering a free day to look at your resume to highlight your strengths and identify those skills not currently on your resume.  This will give you the opportunity to use Salesforce Trailhead or other training sites to get the skills that will get you hired.

I am one of the NYC User Group leaders who will be assisting the event and hope to see you attend.

Posted on Social Media and to the world –

Join the NYC Salesforce User Group on Thursday, May 25th for a jam-packed evening where you can learn to Navigate Your Career as a Salesforce Professional! We’ll have industry experts discussing average salaries and salary negotiation, how to build your personal brand and hear from hiring managers and recruiters on what they look for in a Candidate. In addition to this, we’ll also be offering free one on one resume consultations and advice.

Register here:

NYC World Tour 2017 – An Awesome Admin Experience

On May 2, 2017 Salesforce hosted the NYC World Tour.  The event brought Leadership, experts from Salesforce, Partners and the community leaders to discuss everything from administration, development and new products that extend the platform.

This year, I had a lot of exciting experiences at both the Admin Meadow and Developer Forest.  I have been going to Salesforce World Tours since they were in hotels.  However, this was a very special World Tour for me personally.  For the first time I was invited to present at the tour and be and expert for the day.

8 a.m. – 11:30 I was “Ask an Experts” Reports and Dashboards

12-12:40 I presented at the session AppExchange for Everyone: Everything You Need to Know About AppExchange & Apps

4:30 – 5:30 I also presented on the NYC Development User Group Leaders Presentation and Trivia.

The rest of the day I was learning about all the amazing advancements that were being done on various products, networking with like-minded individuals and expanding my knowledge of the partner community.

Picture from the Ask an Expert : Reports and Dashboards

Pictures from the presentation – Everything You Need to Know About AppExchange & Apps.

Picture of my amazing team!

Thanks to my company managers, we sent over 10 employees to experience and learn more about the most up to date Salesforce announcements and products, including but not limited to Einstein, Commerce Cloud, Quip, Lightning, and more.  This was important to us as were at the start of migrating to the Lightning Experience from Classic.

I also met up with good friends at Own Backup, Squid Software, MapAnything, Jitterbit, Five9, Domo and Conga who had swag, great stories and even more awesome presentations and experts to answer all my questions.

Special thanks to my friends and Leaders at the NYC Admin, Pardot and Developer user groups.  Cheryl, Umair, David, Amy, Gussippie, Selina, Kendra, Tigh, Luke, Ohad, and Carlos for sharing the experience and guiding me through the trail.

Here are the official Salesforce Sessions for the event in case you missed any and plan to go to a future scheduled World Tour.

Breakout sessions

8:45 a.m. – 9:25 a.m.

  • Salesforce Wave Analytics: The Best Analytics for Salesforce Users
    Join us to learn how Salesforce Wave Analytics can help your company unlock sales and service insights and find answers right from your CRM. See the product in action, hear key customer use cases, and learn how you can make smarter decisions with AI-driven Einstein Data Discovery.
  • Build Connected Experiences with Community Cloud
    Community Cloud connects your customers, partners and employees with the people and information they need, whenever and wherever they need it. By combining engaging design with simple, intuitive access to business systems, companies can create incredibly productive and rewarding online experiences. Come join us to learn how Community Cloud helps companies transform the customer, partner and employee experience.
  • Institutional Banking & Markets: How To Deliver Amazing Client Experiences
    The demand for value-based client relationships is forcing banks to reimagine their institutional banking and markets businesses. Now more than ever, banks must simplify their business models, embrace an ever-changing regulatory environment, and empower their bankers and trading floor to be ever more productive and innovative. Join this session to discover how investment banks are using the Intelligent Customer Success Platform to secure and connect their business units, offer a more collaborative client experience, and deliver deal execution that leverages the full capabilities of the bank.
  • Innovate Faster with Salesforce Heroku and AWS
    The Salesforce and AWS strategic alliance is triggering the next revolution in building engaging customer experiences. Behind every great experience is an App and the power of Salesforce platform lets you build apps fast. Adding to that experience is the AWS platform that extends the ability to rapidly deliver apps by offering developers a collection of purpose built and ready to consume set of services. With Salesforce Heroku built on AWS, developers can focus on building business apps such as mobile, web and AI, instead of spending cycles on the undifferentiated heavy lifting. In this session, you will learn how Salesforce Heroku and AWS accelerate developer productivity and lower operational complexity to deliver solutions around Salesforce Data Integration, Media Delivery, Web Security, Big Data Analytics and Warehousing.

12:00 p.m. – 12:40 p.m.

  • Monetize Your Investment in the Internet of Things
    In the age of the customer, service calls don’t just need to be connected, they need to be proactive. Stop by to learn more about how companies are leveraging IoT Cloud and Service Cloud to develop proactive customer service models to provide end-to-end coverage for customers.
  • AppExchange for Everyone: Everything You Need to Know About AppExchange & Apps
    10 years and 4 million installs later, AppExchange is the world’s leading business app marketplace with everything you need to extend Salesforce to every department and industry. Whether you have been using AppExchange for 10 years or haven’t installed your first app, you won’t want to miss this session. We’ll unveil the newest AppExchange features, including improvements to make it even easier to find and install apps. You’ll also hear from top AppExchange customers to learn which apps are making a huge difference and discover insider tips on how to get the most out of these go-to apps. Over 80% of Salesforce customers are using AppExchange apps and you should too.
  • Creating a Culture of Equality
    How can companies foster a culture that is intentional about diversity, inclusion and advocating for their employees? Business leaders from top companies discuss how they are working to create an inclusive environment where every employee can be their authentic self and do the best work of their career. Hear their experiences, learnings, and advice for how we can all do our part as employees and leaders to further equality in our companies.
  • Life at Salesforce
    Curious what it’s like to work at the world’s fastest growing enterprise software company? Then join us for a look inside Life at Salesforce. Members of our team will share their experiences of building market leading technologies and partnering for success with some of the most respected brands in the world. You’ll have a chance to ask candid questions about our culture, receive honest answers and discover what an opportunity at Salesforce can do for your career. Unable to attend? Let us know you’re interested!

1:00 p.m. – 1:40 p.m.

  • Relationship Intelligence – How AI is Redefining Relationship Management
    Relationships are the best investment you can make. But turning new opportunities into trusted client connections is usually easier said than done. Relationships are complicated, and to truly know a client, advisors need to gain a holistic view of a client’s complete financial life, including the personal and professional ties they value most. Join us in this session as we explore how artificial intelligence is helping advisors strengthen their client relationships, deliver personalized advice at scale and uncover new client opportunities across their book of business.
  • Salesforce for Sales: Transform Sales from Lead to Cash
    In today’s competitive environment, sales teams must connect with customers in new ways and become Sales Trailblazers to achieve sales success and develop deeper customer relationships. Companies must empower every sales rep to sell smarter, sell faster and sell the way they want to drive maximum sales productivity. Join Salesforce leaders and special guests to learn how Salesforce for Sales helps companies drive revenue from prospect to advocate. Learn about the latest Salesforce technologies and best practices you can use to maintain your sales edge.
  • Lightning Strikes the Customer Success Platform
    Lightning is taking the world’s #1 customer success platform by storm, and you don’t want to miss this view into what the future holds! Lightning helps customer companies work faster and smarter in everything they do. Come learn from Salesforce product leaders as they highlight the best new features that are only available in Lightning. We’ll even offer you a sneak peek of new innovation to come. You’ll leave armed with new ideas on how to transform your business with Lightning.
  • The Impact of Revenue Recognition Changes on Sales Operations
    ASC 606 will bring sweeping regulatory changes to finance that will make your quote-to-cash process even more complex. Join experts from Salesforce Quote-to-Cash and Intacct to learn how you can keep that process compliant with ASC 606 and ensure that sales operations and finance stay on the same page, from CPQ to ERP.
  • Salesforce for Developers
    The cloud has ushered in a new era where instead of focusing on downloads and form completes, we must now obsess around building engaging experiences that drive engagement with millions of users resulting in billions of interactions across every device. Join the Salesforce for Developers breakout to learn how to build modern engaging applications that people love by building apps faster, smarter and together with your team.

2:00 p.m. – 2:40 p.m.

  • Salesforce for Admins
    Every day is an adventure when you’re a Salesforce Administrator. You spend your days in the cloud and on the ground in a quest to become more efficient and more effective. You’re passionate about productivity and using innovative technology to create positive and lasting impact for your customers, your company and the community. Join us and fellow Trailblazers as we discover new ways to use technology to go faster, get smarter and go further.
  • The Future of Healthcare: A Unified Patient Platform
    Rapid changes in healthcare regulations and patient expectations compel organizations to rethink how they use technology to transform their services. Hear Salesforce’s Chief Medical Officer, Joshua Newman MD MSHS, and customers from leading healthcare and life sciences organizations share inspiring stories on how they drive efficiencies, manage patient and member journeys, and connect the entire healthcare ecosystem on the Salesforce platform.
  • Salesforce for Marketing: The Smartest CRM for 1-to-1 Customer Journeys
    Marketing is the sum of all interactions with your brand. In a world where customer experience is king, relevant and contextual interactions are the keys to the kingdom. Join us to discover an evolution in marketing that puts the customer at the center of every experience with your brand — from awareness and acquisition, to retention. Hear how the world’s most innovative companies are getting smarter and more predictive about their customers, creating seamless 1-to-1 customer journeys.
  • Financial Services Keynote: Get Smarter in the Age of the Customer
    The financial services industry faces a loyalty crisis, with only 55% of customers saying they are likely to stay with their bank for the next six months. Convenience is the new loyalty and pioneering firms are using a new technology, artificial intelligence (AI), to create differentiated, convenient experiences. In an era of changing customer preferences, increased competition, and a tsunami of regulatory change, now is the time for financial services firms to compete using intelligence-driven strategies to power customer journeys, self-service communities, and compliance processes.
  • Return Path: Understanding Gmail Deliverability
    Do you have questions about Gmail and how it impacts your deliverability? You’re not alone. Join our expert panel of AARP and Return Path to learn more about tab placement and how Gmail handles email. Set yourself up for success by getting access to the best data available and learning essential best practices to achieve better inbox placement in Gmail.

3:00 p.m. – 3:40 p.m.

  • Blazing a Trail of Innovation with Commerce Cloud
    Do you feel like you can’t move fast enough to meet consumer expectations and grow your business? Have you ever thought about turning your store from a liability to an asset? During this session you’ll learn how we’re empowering retailers to become trailblazers with Commerce Cloud. Learn how we’re helping sites perform faster. See how Einstein is improving eCommerce team productivity and delivering personalized and engaging shopping experience online and in the store. Here how the latest trends in mobile web can be easily implemented, and how retailers can now have a single view of the customer across channels, and execute on buy-online-pickup-in-store and ship-from-store.
  • Become the Digital-First Bank Your Customers Love
    We’re in the Age of the Customer, and the new expectation is that banking experiences should be seamless, smart, and personalized. Although there is fierce competition from fintechs and other nonbanks, banks have tools at their disposal to create differentiated experiences that delight customers. Join this session to learn how the Intelligence Customer Success Platform can serve as the system of engagement that enables banks to identify, acquire, and serve customers with a rich experience that is consistent across devices and channels.
  • Salesforce for IT: Build Smart Experiences People Love
    Technology is transforming how we work and live today. The Cloud, Apps, Mobile and AI have revolutionized the way we connect with the world, and your customers and employees now expect a smart and connected experience. But many IT teams are challenged with a lack of developers to build new solutions and are held back by legacy systems and infrastructure. How will you stay ahead? Join us to hear how leading customers are using visual development tools, open development frameworks and machine learning to empower users, admins and developers to work smarter together and transform how IT operates.
  • Salesforce for Service: Transform the Customer Experience with Smarter Service
    Once considered a cost center, customer service has become the key driver of Customer Experience and is looked upon to deliver more value to the business with fewer resources. In today’s digital world, your customers are more connected and mobile than ever before, and they expect a low-effort, personalized experience with every service conversation. Join us to hear how leading companies are disrupting their industries with Salesforce for Service by using intelligence to power every service conversation and transform the customer experience.
  • How To Personalize Wealth Management with AI
    Augmented Intelligence (AI) is disrupting all industries and Wealth Management is no exception. Join top Industry leaders from IBM, Salesforce, and Bluewolf as they discuss how Watson and Einstein are transforming the relationship between Wealth Management clients and advisors. Advisors empowered with AI solutions that analyze structured and unstructured data can provide personalized financial advice to their clients. Our panel of industry experts–Brian Walters, Global Industry Leader for Watson Customer Insights at IBM, Ilan Davidovici, Global Head of Wealth & Asset Management at Salesforce, and Jeffrey Riozzi, Associate Partner for Financial Services at Bluewolf — will also discuss how AI is revolutionizing the way wealth managers can use financial data.

4:00 p.m. – 4:40 p.m.

  • Design Thinking: The Magic Behind Outstanding Customer Experiences
    Can design thinking drive measurable business impact and help build lasting customer relationships? Is it an imperative for companies that want to design and develop user-centric digital experiences? Join Jojo Roy, one of the industry’s leading design thinking experts and global leader of Salesforce’s Experience Design organization, as he highlights the impact of a design-led strategy for various companies ranging from Chipotle Mexican Grill, Peet’s Coffee & Tea, Medtronic, Best Buy and Chevron.
  • Einstein: AI in the Salesforce Platform
    Artificial Intelligence (AI) is the next great technology disruption transforming how we live and work. Salesforce Einstein is the first comprehensive AI platform for CRM, making the world’s #1 CRM the world’s smartest CRM. Join some of Salesforce’s most innovative customers to see how they’re getting smarter and more predictive about their customers with Einstein.
  • The Intelligent Digital-First Insurer
    In response to changing customer expectations, regulation, and the rise of fintech disruptors, insurers are seeking new ways to drive growth, retain customers, and be more agile. Artificial intelligence (AI) is a game-changer in insurance. Join our breakout session to learn about the competitive advantages and value AI can bring to: agent productivity, intelligent chabot-powered service and claims that can drive call deflections, personalized policyholder experience that detect life events, discover client needs, and deliver relevant messages, and smart risk and fraud analytics with real-time insights that enable smarter decisions for underwriting and claims.
  • Driving an Ecosystem of Innovation with Salesforce
    Recent research from IDC finds that the Salesforce ecosystem will contribute $389B positive GDP worldwide by 2020. For developers, entrepreneurs and ISVs, that’s a huge opportunity to deliver the next generation of apps and solutions built on the Salesforce Platform. Learn about the latest updates for the Salesforce Partner Program for ISVs, and how you can get started on the path to build, market, sell, and grow faster with Salesforce.
  • Closing the Equality Gap: How You Can Get Involved!
    Looking to do something concrete to close the equality gap? Join us to hear how three nonprofit organizations: YearUp, Young Women’s Leadership Network, and PepUp Tech are moving untapped communities forward with skills training needed for today’s jobs. Learn how you can give back with your Salesforce skills!


Zone Theater

8:30 a.m. – 8:50 a.m.

  • Extending the Power of Salesforce with Heroku
    IT decision makers are exploring platforms they can bet and build their business on. Often, they realize there is no single answer, instead, a continuum of platforms have emerged, and winners will be ones that are most inclusive and adaptive. Join us to learn how Heroku extends the Salesforce platform to offer continuum that enables everyone from low-code ninjas to programmatic developers by building on the power of an ecosystem.
  • Your Playbook for Growth
    Are growing pains getting in the way of your success? Want to learn how you can grow your business even faster without the headaches? Join us to learn how you can find more leads, win more deals, keep customers happier, and give your small business the competitive advantage with Salesforce.

9:00 a.m. – 9:20 a.m.

  • Get More Work Done Together with Quip
    Billions have been spent on productivity solutions but the tools that existed couldn’t meet the needs of today’s employees. Introducing Quip – the next generation productivity suite that combines documents, spreadsheets, checklists, and chat with your live CRM data into one seamless experience. Come learn how Quip can empower your team to work simpler and faster.
  • Demystifying the Platform for Nonprofits
    Just starting out with Salesforce as a nonprofit? Now that you’re familiar with our fundraising, marketing, and program management solutions, learn how to leverage additional technologies to build apps, extend your data, and expand your impact. This session provides an easy-to-understand overview of the advanced tools available that can be leveraged to meet your organization’s needs. With the power of the platform, there is no nonprofit challenge that Salesforce can’t meet.

12:00 p.m. – 12:20 p.m.

  • Conversational Service: Deliver Personalized Service with Mobile Messaging
    Join this session to learn about how Service Cloud’s newest offering, LiveMessage, can turn SMS and Facebook Messenger conversations from traditional one-way notifications into engaging, two-way messaging support channels for your customers.
  • Kronos Goes All in with Salesforce
    Come hear about the Sales, Service and Community cloud implementations at Kronos and understand the challenges, lessons learned and the key advantages that drove the success of this project

12:30 p.m. – 12:50 p.m.

  • Simplifying the Complex Manufacturing Sale
    Manufacturing sales is no longer about just selling products and maintaining margins; it is now about increasing a manufacturer’s overall relationship value with their customers. With the rise of the Internet of Things (IoT), manufacturers have the opportunity to bundle additional services together to create new revenue streams. In this session, learn how manufacturing companies’ sales, distributor, and partner teams are using the Salesforce Connected Sales and Connected Partner solutions to collaborate globally and across their sales, services, and product business units to create compelling solutions that meet customer needs.
  • Accelerating The Sales Contract Experience

    Do contract negotiations slow down your deals? Increase revenue and efficiency by eliminating time wasted with contract negotiations. See how to accelerate your sales cycle with Conga Contracts! It’s the fastest and easiest way for your team to stay on track so you can negotiate deals faster, increase contract insight, and ensure Salesforce is always up-to-date with accurate information. ​ ​ Attend this presentation to learn how to:

    • Gain visibility into the negotiation process​
    • Make changes (redlining) easily in MS Word​
    • Reconcile data back to the system of record​
    • Keep sales teams operating inside Salesforce​
    • Achieve insight into where and why contracts stall​
    • Close and negotiate deals faster

    1:00 p.m. – 1:20 p.m.

    • Deliver Connected Service from the Phone to the Field on a Single Platform
      Customer service is evolving as customers and products are increasingly connected. This evolution has led to an increasing need for a complete service solution, including Field Service. Join us to learn how you can now unite customers, connected devices, agents, dispatchers, and employees in the field with one powerful service platform to deliver a seamless customer experience from phone to field. See how organizations of all sizes and across all industries can use Field Service Lightning to intelligently schedule and dispatch work, manage jobs in real-time on any device, and deliver a connected customer experience in the age of the customer.
    • Great Data: The Key to Effective Marketing and Analytics
      Attend this Informative Informatica session and learn how integrating your data and applications provides the foundation for more effective marketing campaigns and information sharing.

    1:30 p.m. – 1:50 p.m.

    • Why AI Will Save Retailers
      Retail heavyweights and marketplaces are conditioning shopping behavior. Meanwhile, with expanding product catalogs and shoppers that are more spontaneous and interrupted, retailers must rethink how they engage with shoppers across the journey. Analyzing shopping activity across more than 500 million shoppers, there are clearly gaps in the shopping experience, and connecting shopper with products has never been more critical. Join us as we explore the gaps and friction in shopping today, particularly in product findability, and how artificial intelligence is refacing the digital shopping experience.
    • Use Your Email Program to Drive Cross-Channel Marketing
      As a marketer, you have built a high performing email program and you want to keep driving improvement. In this session, cutting edge marketers will share their stories and tactics for how you can improve the results of your email program by adding mobile and advertising. Raise your email performance, by leveraging mobile and advertising to grow your list, increase engagement and win-back unsubscribes, taking your email marketing to new heights.
    • 4 Traits of Salesforce Innovators Powered by IBM Watson
      As part of our fifth-annual The State of Salesforce report, Bluewolf uncovered the defining traits of Salesforce Innovators. With the power of IBM Watson to surface insights into executive leadership, amongst companies using Salesforce, we explored their sentiments around the opportunities, challenges, and innovation potential of Salesforce. Watson’s Alchemy Language and Personality Insights APIs enabled Bluewolf’s analysis of more than 10 hours of executive interview transcripts and 8,300 data points, to identify the four key characteristics most commonly associated with innovators.

    2:00 p.m. – 2:20 p.m.

    • Salesforce Wave Analytics: Spring ’17 Release Highlights
      Salesforce Wave Analytics is now smarter with Einstein! Come see how Einstein Data Discovery can provide actionable recommendations right in your CRM to help you make smarter decisions.
    • 5 Best Practices for Stronger Operations and Higher Sales
      Are you looking to get more out of your sales team? First make sure you’re capturing the right data, then build a process that makes those numbers grow. Join us to learn top tips to boost sales and drive operational excellence with Sales Cloud.
    • Salesforce CPQ & Kenandy ERP: The Front Office Meets the Back Office
      If managing Sales Opportunities, Quotes, Sales Orders, Work Orders, BoMs, Purchase Orders, Shipments, and Financials, are part of your daily life then you want to see this session. Come watch Kenandy ERP make the front and back office one single office!

    2:30 p.m. – 2:50 p.m.

    • Revenue Strategies in the Age of the Customer
      The Age of the Customer is about optimizing outcomes for both you and your customers. Join this session to learn how Salesforce Quote-to-Cash facilitates the pricing strategies customers demand in the digital economy.
    • Intacct: Make Your Quote-to-Cash Process Customer-Centric
      Building long-term customer relationships requires alignment across your organization – from front-office to back-office. Join Intacct to learn how a single source of truth, captured in Salesforce, can drive the billing, revenue recognition and forecasting for your evolving customer relationships.
    • Lightning Roadmap Sneak Peek: The Future of Salesforce
      Lightning is striking across the customer success platform and all of our incredible innovation will only be delivered in Lightning. Join us to learn about how Lightning can transform your business and get a sneak peek of the innovation to come in future releases. You’ll hear from product experts and will leave ready to make the move to Lightning.

    3:00 p.m. – 3:20 p.m.

    • CRM as a Journey: Why Skuid and Salesforce are Better Together
      We rely on our CRM more today that ever before. Today’s Salesforce admins, developers, and users are under a lot of pressure. They’re required to stay knowledgeable and up-to-date on industry developments and changes, while also delivering an exceptional tool to their end-users and customers. With today’s rapid change of pace, Salesforce admins and developers must deliver systems that are flexible and tailored to their company, all while keeping their users and customers happy. Skuid provides the perfect platform on top of Salesforce to move quickly and deliver an incredible CRM experience.
    • Salesforce Platform Overview
      Join us to learn how Salesforce Platform allows you to create your application faster than with any other platform because you can build most of it without code, and without having to worry about infrastructure. This session provides an introduction to both the “low code” and “code” features of the Salesforce platform.
    • The Future of Sales Intelligence: Salesforce Inbox
      Inbox is one of the first Salesforce products powered by Einstein technology with sales intelligence built into email. Join this theater session to learn how sales reps can use this breakthrough technology to identify new opportunities, close deals with fewer clicks, and sell smarter than ever before.

    3:30 p.m. – 3:50 p.m.

    • Get More Work Done Together with Quip
      Billions have been spent on productivity solutions but the tools that existed couldn’t meet the needs of today’s employees. Introducing Quip – the next generation productivity suite that combines documents, spreadsheets, checklists, and chat with your live CRM data into one seamless experience. Come learn how Quip can empower your team to work simpler and faster.
    • Document Automation from SpringCM: Driving Digital Transformation
      Ready for real digital transformation? Discover how document management can deliver immediate value to your business and accelerate revenue with fast ROI (Think automating contract management or on-boarding employees faster.) With SpringCM you get greater visibility into document workflows, less audit stress, and the ability to collaborate quickly.

    4:00 p.m. – 4:20 p.m.

    • How To Leverage Krux To Drive Smarter Customer Journeys
      Join the Krux team to learn how high-performing marketers combine Krux’s Data Management Platform (DMP) with the power of the Salesforce Marketing Cloud to power advertising, marketing and CRM campaigns that drive smarter customer journeys across digital channels. In this session, marketers will learn how Krux enables you to leverage your Salesforce data across your digital campaigns to deepen your relationship with your customers and target prospects that closely resemble your most valuable customers.
    • Connect Your Customers, Partners and Employees with Community Cloud
      Learn how Community Cloud provides branded, personalized experiences to connect your customers, partners and employees faster and smarter than ever before.

    4:30 p.m. – 5:10 p.m.

    • AppExchange Demo Jam
      You’re invited to an epic, action-packed Demo Jam where six partners will have only three minutes to showcase the best of their AppExchange app with a real-time demo. The winner is chosen by you, the audience. Join us for this fast-paced, highly-anticipated match.



    8:15 a.m. – 8:35 a.m.

    • Are You Listening? Using Social Studio to Engage with Your Customers
      Join us to learn how to effectively coordinate your Social Media channels with the Social Studio in this hands-on workshop. See how you can connect with your customers by combining the power of Analyze, Publish, and Engage into one tool.

    8:45 a.m. – 9:05 p.m.

    • Five Tips to Get Ready for Lightning
      Are you ready to sell faster and smarter with the new Salesforce Lightning UI? This session is a must for customers looking to migrate to Lightning. Experts will outline key steps you need to take to ensure migration readiness, as well as share best practices from recent customer implementations.

    9:15 a.m. – 9:35 a.m.

    • Creating Customer Journeys Across Marketing, Sales and Service Cloud
      Today’s marketing is about more than just campaigns – it’s every touchpoint with your customer. Join us to discover how to optimize the Marketing Cloud Connect feature in order to better leverage data across Salesforce Marketing, Sales, and Services Clouds, so you can build 1-to-1 relationships with your customers.

    12:00 p.m. – 12:20 p.m.

    • Increase Sales Productivity Insights
      Join us to learn how to boost sales productivity through automation and analytics. Use Salesforce features like Wave Analytics and workflow to track and move deals swiftly through your pipeline.

    12:30 p.m. – 12:50 p.m.

    • Are You Listening? Using Social Studio to Engage with Your Customers
      Join us to learn how to effectively coordinate your Social Media channels with the Social Studio in this hands-on workshop. See how you can connect with your customers by combining the power of Analyze, Publish, and Engage into one tool.

    1:00 p.m. – 1:20 p.m.

    • Five Tips to Get Ready for Lightning
      Are you ready to sell faster and smarter with the new Salesforce Lightning UI? This session is a must for customers looking to migrate to Lightning. Experts will outline key steps you need to take to ensure migration readiness, as well as share best practices from recent customer implementations.

    1:30 p.m. – 1:50 p.m.

    • Creating Customer Journeys Across Marketing, Sales and Service Cloud
      Today’s marketing is about more than just campaigns — it’s every touchpoint with your customer. Join us to discover how to optimize the Marketing Cloud Connect feature in order to better leverage data across Salesforce Marketing, Sales, and Services Clouds, so you can build 1-to-1 relationships with your customers.

    2:00 p.m. – 2:20 p.m.

    • Increase Sales Productivity Insights
      Join us to learn how to boost sales productivity through automation and analytics. Use Salesforce features like Wave Analytics and workflow to track and move deals swiftly through your pipeline.

    2:30 p.m. – 2:50 p.m.

    • Are You Listening? Using Social Studio to Engage with Your Customers
      Join us to learn how to effectively coordinate your Social Media channels with the Social Studio in this hands-on workshop. See how you can connect with your customers by combining the power of Analyze, Publish, and Engage into one tool.

    3:00 p.m. – 3:20 p.m.

    • Five Tips to Get Ready for Lightning
      Are you ready to sell faster and smarter with the new Salesforce Lightning UI? This session is a must for customers looking to migrate to Lightning. Experts will outline key steps you need to take to ensure migration readiness, as well as share best practices from recent customer implementations.

    3:30 p.m. – 3:50 p.m.

    • Creating Customer Journeys Across Marketing, Sales and Service Cloud
      Today’s marketing is about more than just campaigns – it’s every touchpoint with your customer. Join us to discover how to optimize the Marketing Cloud Connect feature in order to better leverage data across Salesforce Marketing, Sales, and Services Clouds, so you can build 1-to-1 relationships with your customers.

    4:00 p.m. – 4:20 p.m.

    • Increase Sales Productivity Insights
      Join us to learn how to boost sales productivity through automation and analytics. Use Salesforce features like Wave Analytics and workflow to track and move deals swiftly through your pipeline.

    4:30 p.m. – 4:50 p.m.

    • Are You Listening? Using Social Studio to Engage with Your Customers
      Join us to learn how to effectively coordinate your Social Media channels with the Social Studio in this hands-on workshop. See how you can connect with your customers by combining the power of Analyze, Publish, and Engage into one tool.



Meet some amazing people at the Salesforce NYC World Tour May 2, 2017

Are you new to Salesforce or live in the NYC area?

Would you like to learn more about how to be a knowledgeable Business Analyst, Administrator, Developer or Architect on the platform? This free all day Salesforce event at Jacob Javits NYC could be perfect for you and others on your team.

The all-day event is scheduled from 8 am – 5 pm May 2, 2017. If you are looking for a new and inspiring career on the platform it’s a great place to meet product folk and others with similar interest as you. The community is open and friendly so I encourage you to come. The agenda and registration information can be found at

Salesforce Object ID Prefixes Decoder (Your secret decoder ring for Salesforce IDs)

In the blog post “What is difference between 15 and 18 Digit Record Id’s in Salesforce” I make reference to a Salesforce Acccount Id of 0015000001Fn4VL in my sample.

These IDs are the core to identifying the unique records and configuration in Salesforce. This information can be found in Knowledge Article Number 000005995.  I would like to share with my awesome admins the ID Prefix and the Objects those IDs are associated to. This can help you if you work in a multiple administrator org and someone provided to you and already exported file from the system.

Open the box and grab your Salesforce decoder ring to take the mystery out of those ID Prefix.

ID Prefix

Object Type

001 Account
002 Note
003 Contact
005 User
006 Opportunity
008 OpportunityHistory
100 UserLicense
101 Custom Label
400 ApexClassMember
500 Case
501 Solution
608 ForecastShare
701 Campaign
707 AsyncApexJob
709 ApexTestQueueItem
750 Bulk Query Job
751 Bulk Query Batch
752 Bulk Query Result
800 Contract
806 Approval
888 Remote Access
000 Empty Key
00a CaseComment/IdeaComment
00b WebLink
00B View
00D Organization
00e Profile
00E UserRole
00G Group
00h Page Layout
00I Partner
00J OpportunityCompetitor
00K OpportunityContactRole
00k OpportunityLineItem
00l Folder
00N Custom Field Definition
00o OpportunityLineItemSchedule
00O Report
00P Attachment
00p UserTeamMember
00Q Lead
00q OpportunityTeamMember
00r AccountShare
00S Import Queue
00t OpportunityShare
00T Task
00U Event
00v CampaignMember
00X EmailTemplate
010 CaseSolution
011 GroupMember
012 RecordType
015 Document
016 BrandTemplate(Letterhead)
018 EmailStatus
019 BusinessProcess
01a DashboardComponent
01D UserAccountTeamMember
01H MailmergeTemplate
01I Custom Object
01m BusinessHours
01M AccountTeamMember
01n CaseShare
01N Scontrol
01o LeadShare
01p ApexClass
01q ApexTrigger
01Q AssignmentRule
01Q Workflow Rule
01r Visualforce Tab
01s Pricebook2
01t Product2
01u PricebookEntry
01Y CampaignMemberStatus
01Z Dashboard
020 EventAttendee
021 QuantityForecast
022 FiscalYearSettings
026 Period
027 RevenueForecast
028 OpportunityOverride
029 LineitemOverride
02a ContractContactRole
02c Sharing Rule
02i Asset
02n CategoryNode
02o CategoryData
02s EmailMessage
02Z AccountContactRole
033 Package
035 SelfServiceUser
03d Validation Rule
03g QueueSobject
03j CaseContactRole
03s ContactShare
03u UserPreference
04g ProcessInstance
04h ProcessInstanceStep
04i ProcessInstanceWorkitem
04k Outbound Message Id
04l Outbound Notification Id
04m AdditionalNumber
04s AsyncResult/DeployResult
04t Install Package
04v CallCenter
04W RevenueForecastHistory
04X QuantityForecastHistory
04Y Field Update
058 ContentWorkspace
059 ContentWorkspaceDoc
05X DocumentAttachmentMap
060 Portal Id
066 ApexPage
068 ContentVersion
069 ContentDocument
07E Sandbox
07L ApexLog
07M ApexTestResult
07M Apex Test Result
081 StaticResource
082 Data from Uninstalled Packages
083 Vote
087 Idea
08e CronTrigger
08s CampaignShare
091 EmailServicesFunction
092 Weekly Data Export
093 EmailServicesAddress
099 ApexComponent
09a Community
0A2 Change Set
0A3 Installed Package
0BM Connection – Salesforce to Salesforce
0C0 Holiday
0D2 OrgWideEmailAddress
0D5 UserProfileFeed
0D5 FeedItem/NewsFeed/UserProfileFeed
0DM Site
0E8 EntitySubscription
0EP Inbound Change Set
0J0 SetupEntityAccess
0PS Permission Set Metadata
0Q0 Quote
0t0 TagDefinition
0Ya LoginHistory
1dc MetadataContainer
1dr ContainerAsyncRequest
7tf TraceFlag

What is difference between 15 and 18 Digit Record Id’s in Salesforce?

Many time during my mentoring sessions I get asked by new administrators and developers this question. “What is the difference between a 15 digit id and 18 digit id in Salesforce?”

Normally, when a Salesforce user pulls the id from a record through the interface on any object they get the 15 digit id by design.  So, if you created a report on Leads / Account / Contacts or any custom object and add the id field through the interface it will look something like 0015000001Fn4VL.

However, if you were to access that same Salesforce account id via an API or a tool like this from the Apex Dataloader & workbench 0015000001Fn4VLAAZ.

One thing to note is that Salesforce IDs are case sensitive when they are 15 digit and insensitive when they are 18 digit.  This means you must take into account upper and lower cases when you export the data from the system for the case sensitive data elements.  If your using tools like vlookup in Excel to do comparison from various sources of data, be careful as Excel can incorrectly map the data since it is not case sensitive on the 15 digit id.

The last three digits in the ID is a checksum.  A calculation to assure that the first 15 pieces of the ID are accurate for the object its being written into.

So following that analogy just mentioned.

15 digit case-sensitive version

15 digit ID is what will be received from within the user interface

18 digit case-insensitive and best used for manipulating data outside Salesforce

18 digit id is referenced through in the API and other 3rd party tools.

If you would like to convert the current user interface id to 18 digits this can be done by using a formula very simple formula.  I have seen a couple of versions of the formula but this is the one that worked best for me in my career.

All you need to do is add a new formula field, text 18 characters with “CASESAFEID(ID)”

Salesforce has a knowledge base article on this topic which gives clear instructions on how to use it.

Convert a 15 character ID to a 18 character ID


Knowledge Article Number

Description Convert 15 character IDs to 18 character IDs to update records,

or to make working in systems that aren’t case sensitive easier.

Resolution Follow the steps below to create a formula field that will give you

the 18 characters ID of the records.

1. Go to Setup | Customize | object name | click Fields
– For Custom objects: Setup Create Objects | object name
3. In the related list “Custom Fields & Relationships” click New.
4. Click the Formula radio button.
5. Click the Text radio button for “Formula Return Type.”
6. Input the following Formula into the Formula Editor:


7. Set Field Visibility, add/ remove from Page Layout(s).
8. Click Save.

So when your boss asks you to do that dataload of leads / Accounts / Contacts or Opportunities rise up and take the challenge.  Using the formula will help you access the 18 digit Id so you can successfully cleanse the data outside the system and push it back up after the business has fixed the incorrect data elements.

Process Builder: Created and Last Modified Date information

Many companies are seeing the strength of using Process Builder for automating the company business process.  As an admin who used Salesforce for almost a decade, I am very versatile in the use of both Workflows and Process Builder. I must honestly say, the strength of Process Builders cross object functionality is very impressive and being used more by our organization to meet tasks previously performed by Workbench in our Sprints.

As one of the admins or developers for your org, you may have the need to find out who created or last modified one of the process builder that were previously built.  This is especially important if your have multiple administrators and developers working in your org.  However, for some reason the created and last modified username and last modified date does not show up on the admin user interface. Hopefully, sometime soon Salesforce will make this available in the admin UI as its essential for auditing purposes and helpful for someone investigating a recent change.

If you have a Process Builder automated process that you need to identify who created or last modified it, this can be accomplished pretty quickly with the use of the Workbench.

Login to the Workbench by doing one of the two following steps.

a. Google search of the “Salesforce Workbench” to get the latest version of the Workbench

b. Use the following url

Once you logged into the workbench with your username and password credentials, you want to do the following to get the created by and last modified by administrator information.

  1. Click on the “Info” drop down.
  2. Hover over : “Metadata Types & Components”
  3. Click on “Metadata Type & Components” in the available list
  4. Pick “Flow“ in the drop down when you see Metadata Type & Components in blue.
  5. Click on Components “folder” for list of Process Builders. I will display components.
  6. Click on the Process Builder name you used in your Salesforce Org to find the details.  Mine was Chatter Post on New Contact.

Picture from steps 1 (info) & 2 (Metadata Types & Components)

Picture from steps 3 (flow) / 4 (folder) & 5 (your process builder)

Now you know who created the process builder or modified that working process builder job.  This can be very valuable information for many different reasons.

How to easily identify a Salesforce workflow that sent that automated email to an Admin, Developer or User. 

Many times throughout my career I would have a user send an email or a string of automated emails to my support team and say “John Jones is a new hire” and I would like him to get a copy of this automated email.  Regardless if it’s a part of your Sales or Service automation process, us admins dive into the back-end system to figure out where the automated email came from and add John to the list of the workflow recipients.  Not a terrible process and effective at the end of the day.

However, what if I told you there was an easy way to figure it out without searching through all those workflows manually in your Salesforce Org?

You know, that custom view you have in either your Leads, Opportunities or Cases with the word “Active” in it.  The one you have to click more at the bottom since you have so many workflows.

Its pretty easy.  Just follow the below instructions.

If you or your company is using Outlook – Go to the automated email and do the following.

  1. Click on “File

  1. Click on “Properties

  1. Go to the Internet Headers section in Properties.

In the Internet headers you will find all sorts of valuable information like the Org Id (SFDC-LK), the user SFDC-User) who caused the condition which fired the email.

Even the id of the workflow.  01W31000000….. is the id of the workflows that fired this alert!  So you can easily just add John Jones as quickly and productively as possible.


If you or your company is using Gmail – Go to the automated email and do the following.

  1. Click on the “Down Arrow” on the right side of the reply button.

  1. Click on “Show Original

Similar to the Internet headers you will find all sorts of valuable information like the Org Id (SFDC-LK), the user SFDC-User) who caused the condition which fired the email.

You will find the id of the workflow.  01W31000000….. that fired this alert!  So you can easily just add John Jones as quickly and productively as possible.

I really cant tell you how much time I had invested sifting through the workflows before I found out about this information.  Don’t get me wrong its good to know your companies workflows inside and out.

So every minute you invest in investigating your workflows makes you a more awesome admin.  Shortcuts like these make you a super admin.

Updating Hard-Coded References in your Salesforce Org

At times administrators and developers think it’s a good idea to hard code salesforce instances into their code, email templates or other parts of the application. I have went through three production refreshes in my career which were all impacted by this behavior. The hyperlink in an email template will look something like

Salesforce Knowledge Article Number 000230820 Updating Hard-Coded References explains what hard coded references are and how to find them in your org.

Quoted right from the Salesforce Article 000230820.
“3. How can I update hard-coded references using IDE?
Follow the steps below to update hard-coded references* in your org and your org’s metadata (setup or customer code):

i. Create a new Project:
1. Go to File > New > Project
2. Provide a name for your project, enter your login credentials for the org, and then click “Next.”

ii. Choose the project contents:
1. Select metadata components, then click “Choose.”
2. On the next screen for metadata components, select the field’s required then click “OK.”

a. At a minimum, we suggest selecting the following: email templates, home page components, web links, workflow, triggers, classes, visualforce pages, and tabs.

3. Please keep in mind that you can only pull 1500 components at a time. If you need to pull more metadata, we recommend dividing your work into multiple projects.
a. If you exceed the limit for number of components, you will receive this error message: “LIMIT_EXCEEDED: Too many files retried in a single retrieve call, limit is 1500.” The Metadata API, which the IDE uses to communicate with the server, enforces these limits per each deploy/retrieve transaction.

iii. Once you have created your project, press Ctrl-H to perform a search.
1. Search for the name of the instance that your org resides on, for example: NA4. See Figure 1 below.
a. If you have multiple projects open, right-click on each project you don’t want to search on and choose “Close Project” or modify the search criteria so that you have a “working set” to minimize the files you’re searching on.”

It is not best practices to hard code instances in your org.

Fix :

Use the relative URL. Instead of using use /001/e?retURL=/home/home.jsp. Leave out the Instance or host part of the URL.

Secondly, will also work.

Salesforce (Thailand) locale forwarded 543 years.

When you have multiple locales enabled in your Salesforce Org and the date function of your code uses the locale set in the system for the user, the Thai locale will increase the years by 543. This was actually done by design to follow the user’s locales.

Wikipedia : “The Thai solar calendar, was adopted by King Chulalongkorn (Rama V) in AD 1888 as the Siamese version of the Gregorian calendar, replacing the Thai lunar calendar as the legal calendar in Thailand (though the latter is still also used, especially for traditional and religious events). Years are now counted in the Buddhist Era (B.E.)) which is 543 years ahead of the Christian/Common Era.”

Fix: You will need to use another locale for the user or calculate off the 543 in all date functions in your code for Locale : Thailand.

Is your Marketo Sync taking over an hour or more to finish?

I was supporting an organization that relied on new leads being forwarded over to Sales in minute not hours or even days on the worst sync mishaps. Our customer base was the small business and if they were interested in our product, our Sales team was trained to show the value add proposition to them quickly. We had a sophisticated Marketing process that tracked organic searches, paid searches, web lead Markto forms, and interacted with our email blasts in Marketo by calculations created by internal data, persona, and 3rd party analytic tools to external partners.

Our database consisted of new leads being entered by both Sales in Salesforce and Markto by the Marketing efforts. However, we received inconsistent results with our sync process. Sometimes syncs ran 20 minutes. Sometimes syncs ran an hour or two. In worst case scenarios syncs ran up to eight hours.

Working with a team of experts in the Marketo space, my org was able to bring our sync time consistently under 10 minutes. I would like to share my story with you and how this journey with its pitfalls may help your Marketo to Salesforce sync optimization in your org.

1. Did your Marketing department convince you that the Marketo Sync user needed God rights on your CRM? Truth be told, this is incorrect. More to come on this later. Your Marketing sync user must not have Administrator or high level privileges. In fact it’s the complete opposite in my opinion and will hurt you in most cases.

2. Are your syncing a lot of formula fields? Formula fields in Salesforce don’t store data. So every time Marketo is trying to pull the data over, Salesforce needs to recalculate the formula to give over the value. A Marketo Architect told me to keep the number closer to 0, but 10 Max on the formula fields. It’s pretty simple, the more formula fields your syncing the longer the sync will take to provide the on demand values.

3. Our Marketo was pulling over all of our Finance records. This was the people responsible for paying the bills and many times were face contacts for distribution lists like In my Salesforce org, we have over 16,000 finance users which were updated every 24 hours. The Finance system was king for these records and the users were modified in a batch file update even if the phone number, email or name did not change. All 16k records were touched making Marketo sync these records.


A. The first thing you should consider is to create a T/F flag on Leads and Contacts. You can call it Share with Marketo or Access Marketo / [Your company name Access Marketo]. Make your leads and contacts Private if they are Read/Write transfer or Read/Write. The reason we made our leads and contacts private we wanted to hide all the Leads from the Finance user that was updated every 24 hours even though the data did not change. This was also beneficial for any test user that had @[ourcompany].com. We used a workflow that updated the record if Owner was the Finance API user account then Share with Marketo = False. Otherwise Share with Marketo = True. This is a very powerful option. We had to dataload the existing data but the workflow took care of the records created moving forward. This Share with Marketo would go on to include other records we either wanted to share or hide from Marketo.

B. The next thing you do is check the Marketo Profile. It should only have the Objects that Marketo needs access to. In my case, Marketo was using the SF out of the box Administrator account. It had view all / modify all on all objects. This makes it easy for Marketing when they are trying to pull data or write to data from the Marketo side. However, it exposed all our Finance Objects and we ported over financial data like payments for our Support organization into Salesforce. Data Marketing never needed or should have access to. We had many custom objects as well storing sensitive in house system integration information. Once again very important to the organization but not needed for Marketing to prospects.

C. I mentioned earlier about formula fields. If you really need the data for Marketo like in our case we were doing some complicated MQL Marketing Qualified Lead and SQL Sales Qualified Lead scoring try to use a workflow, process builder or a trigger to enter the value via Salesforce. Simply put running a bunch of formulas during the sync will slow your process down.

D. Use Salesforce FLS (Field Level Security) on fields not needed on objects that need to be synced over to Marketo like the Leads and Opportunities. Your leads may have formula fields added by an AppExchange partner or your internal Administrator that should NOT be synced with Marketo. Hide it via FLS. If your not using it in your Marketing Efforts don’t push it over to Marketo. It keeps it cleaner for your Marketo Admins and Creative Specialist working on material anyway.

E. Hidden Secret – Marketo can allow multi-threading for your Marketo Sync. They don’t like to do this unless the customers are really big or experiencing real performance issues. On the Marketo side, the sync can broke into two parts to do multiple threads during the sync process. You would have to work through Marketo to get this done. We did not do this at our Org so I’m not too sure on the process. The Tier III engineer I spoke with at Dreamforce told me it can be done.

So this was our workflow:

My Marketo Admin Miguel and I sat in various conference rooms for over two weeks to fix our Marketo Sync issue that plagued the organization for over a year. We changed the sharing rule to private in our Sandbox and tested the desired results. We rolled our changes into production as listed above with the Share with Marketo true false flag. Using the Organizational Wide Defaults and Sharing rules we were able to hide the records we did not want to port over. We then removed all the objects that made no sense for Marketo to have and removed them in production. We then tackled the Formula fields. We removed all the formula fields not needed via Field Level Security. Interesting enough we had about 4 formula fields that had to stay and they were involved with the Marketing mailing calculations. These had to be recreated as number fields and updated via workflows/triggers as mentioned earlier. The most time consuming but necessary part was going field by field comparing the use via the Maketo field management tool and removing the Field Level Security in Salesforce to hide the fields from Marketo. After this exercise regardless if the lead came in via Marketing or the prospect dialed in via a phone call Marketo and Salesforce were always in sync.

2017 Salesforce Skills

Share your 2017 goals with the world? As the New Year approaches quickly regardless of what you do today what new skills do you plan to invest in for advancing your career tomorrow? Please share your thoughts and why you picked your choice. 

After two weeks on the site, the user community voted Lightning.  If your a new administrator or developer Lightning should be on your roadmap according to the user community.